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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,837 | $183,539-71.8% | $155,556-66.7% | $145,897-64.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 27.27% | 61.31%-34.0pp | 64.84%-37.6pp | 552.29%-525.0pp |
| Employer contribution / active EE | $1,010 | $5,315-81.0% | $4,675-78.4% | $4,663-78.3% |
| Participant deferral / active EE | $9,188 | $6,467+42.1% | $5,631+63.2% | $6,689+37.4% |
| Admin fee / account holder | $278 | $19,275-98.6% | $15,885-98.3% | $13,390-97.9% |